Elevate Financial Planning, based in Grand Rapids, MI, is a fee-only financial planning firm that offers accessible and transparent financial advice and tax planning services. Led by John Bush, a Certified Financial Planner (CFP) with an MBA and expertise in finance and tax, Elevate Financial Planning focuses on providing actionable, consultant-style advice to analytical clients, without the pressure of selling financial products or accepting commissions.
As a member of Garrett Investment Advisors, Elevate Financial Planning operates as a fee-only fiduciary, prioritizing the best interests of clients over any brokerage firm or mutual fund company. With a commitment to eliminating potential conflicts of interest, the firm offers flexible hourly financial planning, project-based planning, and retainer pricing options to cater to various needs. Through their comprehensive and personalized approach, Elevate Financial Planning aims to help clients achieve their financial goals and gain peace of mind.
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